About
Isobel works with high net worth individuals, families, trustees and beneficiaries in the UK and overseas, helping them manage, protect and pass on wealth over the long term using succession planning. Her clients often have complex assets and trust arrangements that require both practical day to day support and thoughtful long term planning.
She takes into account wider family objectives and the priorities that arise at different stages of life, and is passionate about bringing the next generation into the fold, whether to help educate them or facilitate transfers of assets and decision-making.
Succession planning for families
Isobel helps clients put appropriate structures in place to support asset protection and tax efficiency over time.
She is experienced in advising on Wills and the use of trusts and family investment companies as part of wider succession planning, ensuring arrangements remain effective as family and financial circumstances evolve. This advice focuses on protecting future generations against the risk of changes to taxation, financial immaturity, family disputes and divorce.
Landed estates and complex asset structures
A key area of Isobel’s practice is advising families and trustees with landed estates (urban and rural) and property based wealth, where long term planning, governance and succession require careful coordination.
She regularly advises on cross border issues, particularly relating to Wills and estate planning, and works with clients whose assets and interests span multiple jurisdictions.
Collaborative approach
Isobel takes a collaborative approach, working day to day alongside accountants, wealth planners and other professional advisers to provide joined up advice. This ensures that legal, tax and investment considerations are aligned and that clients receive clear, consistent guidance.
Practising jurisdiction
Isobel is admitted to practise in England and Wales.
Experience
- Helping the trustees and beneficiaries of a valuable UK trust plan for the succession of important family assets, including private company shares, land, chattels (including those subject to heritage exemptions) and investments.
- Advising on the tax consequences of transferring the residence of a trust to the UK and simplifying its underlying corporate structure for the benefit of the beneficiaries.
- Advising on the statutory residence test for those wishing to move both to and from the UK.
- Advising on the structuring of landed estates in order to achieve tax efficiency, including “Balfour” partnership arrangements.
